The Daily Shot 10/8/15: Global Macro Currents Oct8

Posted by & filed under The Daily Shot.


Greetings, We start with the Eurozone where we see German factory orders and industrial production decline. Economists were forecasting an increase for both. A portion of the weakness in industrial production was driven by weaker energy prices, but that’s not the only reason. Moreover, Spain’s industrial production also missed consensus. Are we seeing loss of momentum in

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Investing in Portfolios, Performance & People Jul14

Posted by & filed under Hedge Fund Assets, Hedge Fund Investors, Hedge Fund Marketing, Hedge Fund Performance, White Papers/ Thought Pieces.

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Meredith Jones recognizes that investors are laser focused on returns. With all the underfunding and under-saving and underperforming, of course returns matter. But they aren’t (or shouldn’t be) the only factor in the investment decision-making process

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